Plan5500

Vallarta Supermarkets 401k Plan — Form 5500 plan (Daniel Food Enterprises, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Vallarta Supermarkets 401k Plan is a benefit plan reported by Daniel Food Enterprises, Inc. under EIN 95-4602362 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,870 participants and $7,593,161 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Daniel Food Enterprises, Inc.
EIN
95-4602362
Plan number
001
Plan type
2
Location
Sylmar, CA
Latest filing year
2023
Participants
3,870
End-of-year plan assets
$7,593,161

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,870H, C20240926142729NAL0000788481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,593,161
Total liabilities (EOY)
$159,588
Net assets (EOY)
$7,433,573
Net assets (BOY)
$6,348,384

Income & contributions

Participant contributions
$763,233
Total contributions
$824,947
Total income / additions
$1,855,710

Expenses & distributions

Benefits paid
$538,971
Administrative expenses
$71,962
Total expenses
$770,521
Net increase / (decrease)
$1,085,189

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$71,962$02023
Actuarial Benefits CorpCONTRACT ADMINSTRATOR$0$16,2932023
Actuarial Benefits CorpOTHER SERVICES$0$4,7982023
Wilshire Associates IncorporatedINVESTMENT ADVISORY$0$02023

Related Form 5500 pages